See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,337 | $65,365+9.1% | $92,893-23.2% | $72,985-2.3% |
| Participation rate | 71.9% | 68.3%+3.6pp | 76.0%-4.1pp | 69.5%+2.4pp |
| Annual return | 2.55% | 42.10%-39.6pp | 109.41%-106.9pp | 81.00%-78.5pp |
| Employer contribution / active EE | $1,840 | $2,594-29.1% | $3,653-49.6% | $2,440-24.6% |
| Participant deferral / active EE | $2,945 | $3,128-5.8% | $4,236-30.5% | $3,607-18.4% |
| Admin fee / account holder | $2,770 | $4,251-34.9% | $5,794-52.2% | $5,124-46.0% |